On Lightfolio, the people in a Parties content block or Signatures content block on a document are called Participants. When you add yourself on a document, you’re also considered a participant.
Article Sections:
How To Create a Document and Add a Participant
Step 1: Create a Document
Click on Documents in the side vertical menu or in the horizontal menu.
From there, go to the Create a Document section.
Click on a document template from the list to create a new document. A Create Document box will pop up.
Step 2: Add Your Client Info
The Create Document box will prompt you to add the Client’s Email and the Client’s Name that you want to send the invoice to.
Click Continue after adding your client’s information.
After that, the document will appear in the Document Builder. To add more clients or to add yourself to your document, go to Step 3 in the next section.
How to Add a Participant to a Document You’ve Created
Step 1: Go to Your Document
You can add another participant to a document you’ve already created.
Click on Documents in the side vertical menu or in the horizontal menu.
Go to the Recent Documents section and click on the document you want to add a participant to.
Step 2: Edit Your Document in the Document Builder
From there, your document will load in the Document Builder.
To add or edit your participants:
Click on Manage participants in green in the Parties content block.
Click on Participants in the vertical main menu.
A Manage Participants box will appear.
Step 3: Add Participants in the Document Builder
From the Manage Participants box, you can add or remove participants from your document.
To add a participant to the document, click on the + Add Participant button.
To add yourself to the document, click on the + Add Me button.
To remove a participant, click on the Delete icon next to their last name.
To update a participant's information, click on the pencil Edit icon next to their last name.
Click the Save Changes button to apply your changes.
Note: Click on the Edit icon next to their last name to edit a participant’s contact information.
Step 4: Go to Review & Share
Once you are done adding participants to sign your document, click the green Next button in the top right corner.
On the Review & Share page, verify everything looks correct, then click the green Share button in the top right corner to send your document.
A Document Sent box will appear and confirm the document was sent.
